| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 48 | 537,055 | JBL, AMAT, CIEN, MSI | 13F-HR | 11/4/2024 | 000174579624000004 |
| Q2 2024 | 46 | 506,189 | AMAT, JBL, CIEN, COHR | 13F-HR | 7/24/2024 | 000174579624000003 |
| Q1 2024 | 47 | 523,836 | JBL, AMAT, CIEN, COHR | 13F-HR | 4/30/2024 | 000174579624000002 |
| Q4 2023 | 47 | 468,994 | JBL, AMAT, CIEN, MSI | 13F-HR | 2/7/2024 | 000174579624000001 |
| Q3 2023 | 49 | 450,994 | JBL, CIEN, AMAT, HZNP | 13F-HR | 10/18/2023 | 000174579623000004 |
| Q2 2023 | 48 | 486,995 | JBL, AMAT, CIEN, HZNP | 13F-HR | 7/20/2023 | 000174579623000003 |
| Q1 2023 | 46 | 469,303 | JBL, CIEN, AMAT, HZNP | 13F-HR | 5/3/2023 | 000174579623000002 |
| Q4 2022 | 45 | 440,019 | CIEN, JBL, HZNP, DHI | 13F-HR | 2/9/2023 | 000174579623000001 |
| Q3 2022 | 46 | 400,617 | JBL, CIEN, BMY, ELV | 13F-HR | 10/17/2022 | 000174579622000005 |
| Q2 2022 | 47 | 431,352 | CIEN, JBL, BMY, QCOM | 13F-HR | 7/18/2022 | 000174579622000004 |
| Q1 2022 | 51 | 541,465 | CIEN, JBL, LITE, IIVI | 13F-HR | 4/13/2022 | 000174579622000003 |
| Q4 2021 | 49 | 601,815 | CIEN, AMAT, JBL, LITE | 13F-HR | 2/7/2022 | 000174579622000001 |
| Q3 2021 | 50 | 567,340 | AMAT, CIEN, JBL, LITE | 13F-HR | 10/14/2021 | 000174579621000005 |
| Q2 2021 | 50 | 615,458 | AMAT, CIEN, JBL, IIVI | 13F-HR | 7/15/2021 | 000174579621000004 |
| Q1 2021 | 50 | 564,353 | AMAT, CIEN, JBL, FSLR | 13F-HR | 5/6/2021 | 000174579621000003 |
| Q4 2020 | 47 | 488,444 | CIEN, IIVI, AMAT, FSLR | 13F-HR | 2/10/2021 | 000174579621000001 |
| Q3 2020 | 47 | 454,508 | CIEN, FSLR, SEDG, AMAT | 13F-HR | 11/4/2020 | 000174579620000004 |
| Q2 2020 | 48 | 417,492 | CIEN, AMAT, INTC, CSCO | 13F-HR | 8/10/2020 | 000174579620000003 |
| Q1 2020 | 47 | 355,774 | CIEN, INTC, CSCO, AMAT | 13F-HR | 5/8/2020 | 000174579620000002 |
| Q4 2019 | 45 | 445,781 | CSCO, AMAT, INTC, JBL | 13F-HR | 2/13/2020 | 000174579620000001 |
| Q3 2019 | 46 | 414,169 | CSCO, FSLR, INTC, AMAT | 13F-HR | 11/14/2019 | 000174579619000005 |
| Q2 2019 | 46 | 403,931 | CSCO, FSLR, AMAT, INTC | 13F-HR | 8/8/2019 | 000174579619000004 |
| Q1 2019 | 42 | 374,383 | CSCO, FSLR, CELG, INTC | RESTATEMENT | 5/10/2019 | 000174579619000003 |
| Q4 2018 | 43 | 357,515 | CSCO, INTC, FSLR, AAPL | 13F-HR | 2/12/2019 | 000174579619000001 |
| Q3 2018 | 44 | 394,990 | CSCO, AAPL, INTC, SEDG | 13F-HR | 10/5/2018 | 000174579618000004 |
| Q2 2018 | 44 | 396,828 | CSCO, AAPL, INTC, AEO | 13F-HR | 8/10/2018 | 000174579618000001 |
| Q1 2018 | 43 | 388,154 | CSCO, INTC, AAPL, AMAT | 13F-HR | 8/10/2018 | 000174579618000002 |
| Q4 2017 | 42 | 381,977 | CSCO, AAPL, INTC, MSFT | 13F-HR | 8/10/2018 | 000174579618000003 |